Elevation Wealth Partners’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Sell
2025
Q2
$333K Hold
2025
Q1
$357K Hold
2024
Q4
$351K Hold
2024
Q3
$362K Buy
2024
Q2
$345K Sell
2024
Q1
$351K Sell
2023
Q4
$433K Buy
2023
Q3
$62K Buy
2023
Q2
$64.2K Buy
2023
Q1
$62.7K Buy